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NEWS TAGGED NVIDIA
Friday 2 May 2025
Nvidia braces for regulatory headwinds ahead of 1Q earnings
Nvidia faces multiple challenges as it approaches its fiscal first quarter 2026 earnings release on May 28, with new AI export controls taking effect on May 15 and potential tariffs...
Friday 2 May 2025
Jensen Huang: Build at home, compete with Huawei, rethink AI export rules

Following a grand 100-day inauguration celebration in Michigan on April 29, U.S. President Donald Trump returned to Washington the next...

Thursday 1 May 2025
AI servers remain in high demand, says Quanta chair
Is AI development sustainable? Barry Lam, chairman of Quanta, pointed out that AI development consists of seven stages, and we are currently only at the second stage. The GB200 and...
Thursday 1 May 2025
Huawei reportedly ships 910C AI supercluster, said to outpace Nvidia's NVL72; eyes 910D next
Huawei has reportedly begun shipping its CloudMatrix 384 artificial intelligence (AI) system, powered by 384 Ascend 910C chips. The company claims the setup delivers 67% more computing...
Wednesday 30 April 2025
TSMC starts building third Arizona fab to ramp up US expansion
Taiwan Semiconductor Manufacturing Co. has begun construction on a third chip plant in Arizona, ramping up its US expansion as the Trump administration threatens further tariffs to...
Wednesday 30 April 2025
Samsung reportedly exits HBM2E under Chinese price offensive, shifts focus to high-end market
Samsung Electronics is cutting production of mature-node DDR4 memory and reportedly scaling back its third-generation high-bandwidth memory (HBM2E) business to focus resources on...
Wednesday 30 April 2025
TSMC's AI chip plans remain on track; CoWoS capacity to double in 2025
TSMC's advanced packaging capacity for artificial intelligence (AI) chips remains within forecast ranges for 2025, contrary to recent market speculation about order reductions from...
Wednesday 30 April 2025
Outpaced and overbuilt: Intel’s $20B crisis
For five consecutive quarters through the first quarter of 2025, Intel Corporation has grappled with a staggering cumulative net loss of US$19.57 billion, marking the most protracted...
Monday 28 April 2025
In-depth: Jensen Huang's China trilogy—a 30-year strategic game
In April 2024, Jensen Huang participated in a critical gathering at a five-star hotel in Beijing, which would determine whether Nvidia could continue its operations in the Chinese...
Monday 28 April 2025
China's Cambricon rides DeepSeek wave, but dethroning Nvidia is still a long shot
Following the Trump administration's regulation of Nvidia's China-specific H20 chips, Cambricon Technologies—billed as China's first domestic AI chip stock—delivered standout...
Monday 28 April 2025
Nvidia scraps modular GB300 redesign to fast-track production

Server suppliers confirm GB300 will retain the GB200's Bianca architecture, abandoning a planned redesign that promised expanded business...

Friday 25 April 2025
Exclusive: Google considers HBM3E supplier change
Samsung Electronics has recently intensified its deployment in advanced high bandwidth memory (HBM) processes. However, supply chain sources reveal that Samsung's HBM3E certification...
Friday 25 April 2025
China reportedly stockpiled US$12B worth of Nvidia H20 chips ahead of US ban
Ahead of the US government's early April export restrictions, Chinese tech giants ByteDance, Alibaba, and Tencent reportedly preemptively stockpiled up to one million units of Nvidia's...
Friday 25 April 2025
MediaTek, Nvidia, Intel drive smart car shift at 2025 Shanghai Auto Show
The 2025 Shanghai Auto Show has become a focal point for technological competition, as chip manufacturers present advanced platforms that significantly enhance vehicle intelligence...
Friday 25 April 2025
Huawei challenges Nvidia with Ascend 910C as Japan powers up for tech dominance
Huawei is rapidly rolling out a new generation of semiconductor products tailored for artificial intelligence (AI), signaling a bold push to fill the void left by tightening US export...